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CIRAX vs VGWIX
CIRAX vs VGWIX Comparison
Open Charts CIRAX vs VGWIX
American Funds Capital Income Bldr 529A
Price$79.62
Change+$0.39 (+0.49%)
VolumeN/A
Net Assets120.79B
Vanguard Global Wellesley Income I
Price$24.01
Change+$1.00 (+4.35%)
VolumeN/A
Net Assets694.93M
CIRAX vs VGWIX Comparison Chart in %
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CIRAX vs. VGWIX commentary
Feb 04, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CIRAX is a Buy and VGWIX is a Hold.
FUNDAMENTALS
Fundamentals
CIRAX has more cash in the bank: 121B vs. VGWIX (695M). VGWIX pays higher dividends than CIRAX: VGWIX (3.81) vs CIRAX (2.78). CIRAX was incepted earlier than VGWIX: CIRAX (24 years) vs VGWIX (8 years). CIRAX (0.60) is less costly to investors than VGWIX (0.43). VGWIX is a more actively managed with annual turnover of: 102.00 vs. CIRAX (50.00). CIRAX has a lower initial minimum investment than VGWIX: CIRAX (250) vs VGWIX (3000). CIRAX annual gain was more profitable for investors over the last year : 16.15 vs. VGWIX (12.93). CIRAX return over 5 years is better than : 46.46 vs. VGWIX (22.11).
| CIRAX | VGWIX | CIRAX / VGWIX | |
| Total Expense Ratio | 0.60 | 0.43 | 140% |
| Annual Report Gross Expense Ratio | 0.60 | 0.43 | 140% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 3.577 | 2.388 | 150% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 121B | 695M | 17,410% |
| Annual Yield % from dividends | 2.78 | 3.81 | 73% |
| Returns for 1 year | 16.15 | 12.93 | 125% |
| Returns for 3 years | 35.06 | 23.43 | 150% |
| Returns for 5 years | 46.46 | 22.11 | 210% |
| Returns for 10 years | 104.46 | N/A | - |
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